National Vision (NASDAQ:EYE) Releases FY 2026 Earnings Guidance

National Vision (NASDAQ:EYE) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 0.850-1.090 for the period, compared to the consensus EPS estimate of 0.920. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Jefferies Financial Group restated a “buy” rating and set a $40.00 target price on shares of National Vision in a report on Thursday, March 5th. Morgan Stanley boosted their price target on National Vision from $26.00 to $30.00 and gave the company an “equal weight” rating in a report on Thursday, January 15th. Wolfe Research set a $35.00 price target on shares of National Vision in a research report on Wednesday, March 4th. Citigroup upped their price objective on National Vision from $35.00 to $40.00 and gave the stock a “buy” rating in a research note on Thursday, March 5th. Finally, Wall Street Zen lowered shares of National Vision from a “buy” rating to a “hold” rating in a research note on Saturday, March 28th. Seven analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $32.08.

National Vision Stock Down 3.9%

Shares of National Vision stock opened at $20.94 on Wednesday. The company has a debt-to-equity ratio of 0.26, a current ratio of 0.55 and a quick ratio of 0.33. National Vision has a one year low of $18.10 and a one year high of $30.02. The stock’s 50-day moving average is $25.45 and its 200 day moving average is $26.48. The firm has a market cap of $1.68 billion, a price-to-earnings ratio of 56.59, a PEG ratio of 1.65 and a beta of 1.18.

National Vision (NASDAQ:EYE) last issued its earnings results on Wednesday, March 4th. The company reported $0.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.06 by $0.09. National Vision had a return on equity of 5.15% and a net margin of 1.49%.The company had revenue of $503.41 million for the quarter, compared to analysts’ expectations of $495.26 million. During the same period last year, the business earned ($0.04) EPS. National Vision’s quarterly revenue was up 15.1% compared to the same quarter last year. National Vision has set its FY 2026 guidance at 0.850-1.090 EPS. Equities research analysts anticipate that National Vision will post 0.66 EPS for the current year.

Insider Activity

In other news, Chairman L Reade Fahs sold 4,071 shares of the stock in a transaction dated Friday, March 6th. The stock was sold at an average price of $29.57, for a total transaction of $120,379.47. Following the transaction, the chairman directly owned 359,359 shares in the company, valued at approximately $10,626,245.63. This represents a 1.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 2.40% of the company’s stock.

Hedge Funds Weigh In On National Vision

Hedge funds and other institutional investors have recently modified their holdings of the stock. Wellington Management Group LLP increased its holdings in shares of National Vision by 27.6% during the fourth quarter. Wellington Management Group LLP now owns 5,783,699 shares of the company’s stock valued at $149,335,000 after acquiring an additional 1,251,499 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in shares of National Vision by 15.3% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 3,295,290 shares of the company’s stock valued at $96,190,000 after buying an additional 437,655 shares during the period. Dimensional Fund Advisors LP grew its stake in shares of National Vision by 5.5% during the 4th quarter. Dimensional Fund Advisors LP now owns 3,029,596 shares of the company’s stock valued at $78,224,000 after purchasing an additional 156,859 shares during the period. Geode Capital Management LLC increased its holdings in National Vision by 2.9% during the fourth quarter. Geode Capital Management LLC now owns 1,990,329 shares of the company’s stock valued at $51,399,000 after buying an additional 55,824 shares during the last quarter. Finally, Bank of America Corp DE lifted its position in National Vision by 127.9% during the second quarter. Bank of America Corp DE now owns 1,965,856 shares of the company’s stock valued at $45,234,000 after purchasing an additional 1,103,213 shares in the last quarter.

National Vision Company Profile

National Vision Holdings, Inc is an American optical retailer specializing in accessible vision care and eyewear. The company operates under multiple retail banners, offering comprehensive eye health services and a wide range of optical products. Since its founding in the early 1990s, National Vision has focused on providing value-driven solutions, targeting underserved and price?conscious consumer segments.

Through its primary retail brands—including America’s Best Contacts & Eyeglasses, Eyeglass World, Optical America and Vista Optical—National Vision delivers services such as comprehensive eye examinations, prescription eyewear, contact lenses, sunglasses and lens accessories.